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Get started with Celerati

Draft

This guide reflects reviewed product sources, but it is not approved for publication yet.

Before you start

You need the invitation sent for your business and access to the email address named in that invitation. Celerati uses that email to confirm that the right person accepts the membership.

1. Accept the invitation

  1. Open the invitation link.
  2. Continue to Celerati sign-in.
  3. Enter the invited email address and complete the email verification step.

If you sign in with a different address, Celerati does not attach the invitation to that account.

2. Confirm the business

Review the business name and the organization you are joining. After access is confirmed, review the business language, time zone, and enabled capabilities. These settings help Celerati present the right workspace and localized experience.

3. Invite your team

Business owners can invite organization roles from the team area. Choose the least access each person needs. Organization owners cannot grant the platform-administrator role.

4. Finish setup

  1. Confirm that the expected business appears after sign-in.
  2. Open the capabilities enabled for that business.
  3. Invite teammates only after your own access works.

If you are blocked

Do not forward invitation links or share verification codes. Ask the Celerati administrator who created the invitation to verify the invited email, invitation status, and business membership.